WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.56B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13.6M
3
+$12.2M
4
MSTR icon
Strategy Inc
MSTR
+$12.1M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$10.6M

Top Sells

1
+$37.3M
2
+$19.8M
3
+$13.7M
4
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$13.6M
5
BLK icon
Blackrock
BLK
+$12.4M

Sector Composition

1 Financials 4.97%
2 Consumer Discretionary 1.71%
3 Industrials 1.47%
4 Real Estate 1.44%
5 Technology 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
-4,390
1227
– –
-29,202
1228
– –
-38,552
1229
– –
-25,947
1230
– –
-3,062
1231
– –
-3,983
1232
– –
-98,300
1233
– –
-7,388
1234
– –
-7,504
1235
– –
-4,476
1236
– –
0
1237
– –
-11,286
1238
– –
-12,382
1239
– –
-7,151
1240
– –
0
1241
– –
-188
1242
– –
-30,563
1243
– –
-19,416
1244
– –
-9,730
1245
– –
-900
1246
– –
0
1247
– –
0
1248
– –
0
1249
– –
0
1250
– –
0
48 49
50
51 52